Latest Institutional Transactions on Dimensional ETF Tr (DFAX)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
46.9KNew |
$1.1M - $1.38M
|
46.9K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
647+ 4.49% |
$15.1K - $19K
|
15.1K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
11.5K+ 9.08% |
$268K - $337K
|
138K
$4.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$42.2K - $53.1K
|
1.81K
$53.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
42+ 0.41% |
$982 - $1.23K
|
10.2K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-33.5K- 5.78% |
$783K - $985K
|
546K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-502K- 95.74% |
$11.7M - $14.7M
|
22.3K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-14.8K- 5.99% |
$346K - $435K
|
232K
$6.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15K+ 2.15% |
$351K - $442K
|
714K
$21.3M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
96+ 0.77% |
$2.24K - $2.82K
|
12.6K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
929+ 0.05% |
$21.7K - $27.3K
|
1.96M
$58.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-439- 0.39% |
$10.3K - $12.9K
|
113K
$3.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-2K- 7.23% |
$46.7K - $58.7K
|
25.6K
$764K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-255- 1.88% |
$5.96K - $7.49K
|
13.3K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-792- 0.3% |
$18.5K - $23.3K
|
265K
$7.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 0.5% |
$41K - $51.6K
|
354K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-250- 0.31% |
$5.84K - $7.35K
|
80.6K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-640- 7.59% |
$15K - $18.8K
|
7.8K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.44K+ 18.08% |
$127K - $160K
|
35.6K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 5.23% |
$451K - $567K
|
350K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68.3K- 4.77% |
$1.6M - $2.01M
|
1.36M
$40.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.85K- 2.02% |
$43.2K - $54.4K
|
89.8K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.31K+ 66.54% |
$53.9K - $67.8K
|
5.77K
$172K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-754- 2.03% |
$17.6K - $22.2K
|
36.4K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-15.4K- 4.44% |
$359K - $451K
|
331K
$9.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-642- 8.85% |
$15K - $18.9K
|
6.61K
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-425- 0.7% |
$9.93K - $12.5K
|
60.4K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-53K- 6.99% |
$1.24M - $1.56M
|
706K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-15.7K- 4.85% |
$367K - $461K
|
308K
$9.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-254K- 35.86% |
$5.94M - $7.47M
|
455K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.92K- 5.54% |
$44.9K - $56.5K
|
32.8K
$977K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-20.8K- 18.64% |
$486K - $611K
|
90.8K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
36.7K+ 9.86% |
$857K - $1.08M
|
409K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 0.49% |
$52.5K - $66K
|
459K
$13.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.79K- 2.33% |
$112K - $141K
|
200K
$5.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.13K- 1.69% |
$26.4K - $33.2K
|
65.8K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-762- 1.07% |
$17.8K - $22.4K
|
70.1K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-12.3K- 5.6% |
$288K - $362K
|
208K
$6.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 1.02% |
$31.5K - $39.6K
|
134K
$3.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5K- 1.61% |
$117K - $147K
|
307K
$9.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
356K+ 89.37% |
$8.33M - $10.5M
|
755K
$22.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48.9K- 4.96% |
$1.14M - $1.44M
|
938K
$28M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-37.1K- 8.21% |
$866K - $1.09M
|
414K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.62K+ 5.53% |
$37.9K - $47.7K
|
30.9K
$923K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-887- 4.01% |
$20.7K - $26.1K
|
21.2K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.96KNew |
$163K - $205K
|
6.96K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
131+ 0.77% |
$3.06K - $3.85K
|
17.1K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
25.5KNew |
$595K - $749K
|
25.5K
$760K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.93K- 1.63% |
$115K - $145K
|
298K
$8.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
17.3KNew |
$404K - $508K
|
17.3K
$515K
|